To start creating an automation, click on Automations in the upper left corner of an open base. Creating an automation - Learn how to set up your first automation in Airtable.įor this example, we will be setting up an automation using the Product launch template that assigns any new record created in the "Feature" table with the status "Not started".Automation troubleshooting - Helpful information to help you self-resolve potential automation issues.Editors - View an automation's configuration or copy an automation's URL.Owners/ Creators - Create, delete, duplicate, configure, or rename an automation and edit an automation's description. ![]() The "Update record" action can be configured with one or more fields set to any text or to a value from a previous step or both. When the automation runs successfully, one record will be updated in a specified table. You have the granular flexibility to not only decide what level of permission your collaborators should have, but also whether they should also be allowed access to the underlying base.When building an Automation, you may choose the "Update record" action to update a single record. Click the share button in the top-right corner of your interface to invite others via email or by creating a link. Sharing is caring, and we’ve made it easy to bring in your collaborators. Congrats-you’ve just designed an interface! When you’re happy with the final results, click publish. You can also click the preview toggle to see how the interface will look once published. Once you’ve added elements and arranged everything to your liking, use the “view as” toggle to see how everything will look to a designated collaborator. You can always create multiple dashboards for different roadmaps if your single dashboard is getting too long. Feel free to move blocks around to cut down on all that space, too. No matter which layout you’ve chosen, don’t add so many elements that your interface turns into one endless scroll of information. And if you change your mind? Don’t worry-you can add these back in once you dive into editing. If you see elements from your table that you don’t need, you can simply toggle them off. We’re going to connect our dashboard layout to our “features” table, as it has most of the information we need to report on the status and timing of upcoming feature development.Ĭhoosing the dashboard layout lets you jumpstart your interface with a simple toggle to add or remove summaries, charts, and graphs. ![]() Select the dashboard layout, then select the table holding the information you want to display. In this example, we’ll assign the main title “Product Roadmap” and describe it as “Source of truth for upcoming launches and A/B tests.” Select dashboard layout & connect a tableĮvery time you create an interface, you’ll be asked to select a layout. ![]() Naming & descriptionĭon’t skip over the name! Taking the time to give your group of interfaces a name and description helps your collaborators understand how they should engage with it. Go ahead and click the “interface” button on the top left of your base to start building. We want to build a dashboard to highlight major feature launches for our executive team in this guide, but keep in mind that the following steps can be applied to any dashboard use case. Try asking yourself who your audience is and what information they need to view. Creating an interface starts with choosing a base, and knowing the problem you’re trying to solve.
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